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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,071 | $129,960+76.3% | $104,299+119.6% | $134,545+70.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 4.50% | 42.06%-37.6pp | 24.62%-20.1pp | 418.37%-413.9pp |
| Employer contribution / active EE | $10,559 | $4,186+152.2% | $3,373+213.0% | $4,742+122.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $86 | $9,324-99.1% | $7,339-98.8% | $11,431-99.3% |